Relationship Manager at OANDA

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

27 May, 26

Salary

0.0

Posted On

26 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Sales, Client Retention, CRM Systems, Event Organization, Webinar Hosting, Market Analysis, Continuous Improvement, AI Adoption, Salesforce, MS Office

Industry

Financial Services

Description

Everyone at OANDA is focused on our vision to transform how our customers can meet all their currency needs. We are revolutionising the world of currency trading by providing innovative trading experiences, currency data and analytics solutions. Dare to be open, bold, focused - own it and apply! The future is now! Join us and: Boost your career in a FinTech company. Guide the business and drive growth by putting our Customers at the heart of what we do. Improve yourself and learn about FX and CFDs from the industries best. Give yourself an opportunity to work with an attractive commission system. How do we work? As part of our global Relationship Management Team (Toronto - London - Warsaw - Singapore - Sydney), you'll play a key role within our APAC region, joining our dedicated 4-person team based in Sydney. In this role, you'll report directly to the Managing Director. We aren't just looking for a Relationship Manager - we're looking for a brand ambassador who is self-driven and obsessed with delivering the best client outcomes and experiences to our most valued Clients and Partners. We'd love to meet you in the office from time to time with respect to your own commitments. In this role, you will: Build, manage and deepen new and existing relationships with a dedicated portfolio of OANDA’s Retail and Professional High-Value Clients (HVCs) and Potential HVCs. Retain and reactivate Clients through proactive management, utilising OANDA's products and services and CRM systems automation. Organize and lead elite face-to-face meetings and HVC events designed to nurture long-term loyalty. Prepare educational events & materials (incl. webinars, market updates, seminars, educational videos, brochures). Work closely with the Sales & Onboarding Teams to ensure a smooth on-boarding process for new Clients. Identify initiatives to assist in achieving business goals, meet or exceed all assigned key performance indicators (KPIs) as well as add value to the team success. Seek the most effective and efficient processes to get things done, with a focus on continuous improvement. What skillset do you need to be successful in this role? Min. 4-5 years in Relationship Management or Sales area. Understanding that HVCs don't just trade 9-to-5; openness to engage in evening events and workshops to stay connected with your network. Ability to embrace AI and new technologies to automate and streamline daily tasks. A proactive approach to seeking efficiencies and continuous improvement in all workflows. Business owner mindset and insatiable desire to upgrade your skills and stay at the forefront of the financial markets. Willingness to lead a webinar and the grit to diffuse difficult situations professionally. Positive attitude, flexible nature, ability to thrive in a fast-paced, constantly changing environment. Nice to have: Previous experience in Financial Services or Tech. Professional knowledge of MS Office, and if you’ve mastered Salesforce, you’re already ahead of the curve! OANDA Global Corporation is a diverse and global team with offices around the world. We value the unique skills and experiences each individual brings to OANDA. We are committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible. Learn more about our culture here. Review OANDA Privacy Policy and learn more about how we treat your personal data and protect your privacy. Make your first step toward a positive change in your career with OANDA OANDA aims to transform all aspects of how the world interacts with currencies, whether that be trading or utilizing currency data and information. We’ll do this our way – connecting and collaborating with the best and most innovative to grow quickly and globally. We strive to do more than just our jobs, focus our actions on collective goals and dare to seek out innovation and creativity. All this to continue our obsession with providing the best experience for our customers. Innovation has been at the heart of everything we do! From our roots in 1997 providing free currency exchange information over the internet to launching an award-winning global trading business. We work together to drive the future of currency data solutions and trading technology. Our customers can invest in around 200 financial instruments including currencies, shares (over 1300) and commodities leveraging intelligent support and the newest technologies. What is more, we are now offering a batch of popular cryptocurrencies in the US! - OANDA is now a major global player. We are proud to be recognized! In 2023 we received the 'Brokerage House of the Year 2022' award at the Invest Cuffs gala! We won the ‘Most Popular Broker’ award at the 2022 TradingView Broker Awards and were recognised as ‘Best in Class for Ease of Use’ and ‘Best in Class for Research’ by ForexBrokers.com at their 2023 Annual Awards!

Responsibilities

The role involves building and deepening relationships with High-Value Clients (HVCs) in the APAC region, focusing on retention through proactive management and organizing elite face-to-face events. Responsibilities also include preparing educational materials and collaborating with Sales and Onboarding teams to ensure smooth client processes.